What are the responsibilities and job description for the Executive Assistant (Banking) position at Open Systems Technologies?
Tampa, FL - 2 days onsite/week
APPROVED THROUGH 6/17/25 W/ OPTION TO RENEW OR CONVERT
Executive Assistant (supporting Managing Director)
RESOURCE NEEDS TO BE COMFORTABLE POTENTIALLY WORKING 4-5 HOURS OF OT AND BEING AVAILABLE ON SOME WEEKENDS WHEN SUPPORT IS NEEDED
The Senior Executive Assistant provides support to another individual or group of individuals by handling correspondence, managing calendars and appointments, arranging conferences and conference calls, making travel arrangements, and providing other administrative tasks.
Responsibilities:
• Directly supports a Managing Director and generally supports an entire department
• Manages day to day calendar(s) of senior management
• Coordinates all aspects of executive level manager appointments, meetings, receptions, and conference calls
• May prepare and review materials and correspondence for meetings
• Assist with creation/modification of presentations, spreadsheets, and other various documents
• Coordinates travel arrangements; prepare and distribute schedules/agendas for travel
• Prepares, reconciles, and tracks expense reports through Travel and Entertainment Expense system
• Orders supplies and process invoices through Procure to Pay system
• Process and follow-up on Virtual Requests
• Assists in ad-hoc reports special projects as needed
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the company's reputation and safeguarding, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
Qualifications:
• Previous office administration experience preferably within a large and complex financial services or similar organization
• Highly proficient in Microsoft Office
• Consistently demonstrates clear and concise written and verbal communication skills
• Demonstrated ability to quickly gain command of new systems
• Self-motivated and detail oriented
Education:
• Bachelor's/University degree or equivalent experience
